Element Wealth, LLC 13F 持仓 · 2026年Q2
Element Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 212 只证券，申报市值合计 2.67 亿美元。前几大持仓：IVV（8.68%）、ITOT（3.94%）、SCHX（3.68%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $23.2M | 8.68% | 30,967 | 增持 |
| 2 | ITOT | ISHARES TR | $10.5M | 3.94% | 64,086 | 减持 |
| 3 | SCHX | SCHWAB STRATEGIC TR | $9.8M | 3.68% | 333,896 | 减持 |
| 4 | DIVO | AMPLIFY ETF TR | $7.6M | 2.83% | 165,541 | 减持 |
| 5 | TFLO | ISHARES TR | $7.4M | 2.76% | 145,806 | 减持 |
| 6 | AGG | ISHARES TR | $6.3M | 2.36% | 63,580 | 增持 |
| 7 | AMLP | ALPS ETF TR | $6.2M | 2.32% | 119,697 | 减持 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $5.6M | 2.10% | 7,509 | 减持 |
| 9 | IEMG | ISHARES INC | $5.4M | 2.04% | 65,737 | 增持 |
| 10 | IJR | ISHARES TR | $5.2M | 1.94% | 34,898 | 减持 |
| 11 | IEFA | ISHARES TR | $4.8M | 1.82% | 50,196 | 增持 |
| 12 | VTI | VANGUARD INDEX FDS | $4.6M | 1.72% | 12,449 | 减持 |
| 13 | IJH | ISHARES TR | $4.2M | 1.57% | 54,411 | 减持 |
| 14 | SCHM | SCHWAB STRATEGIC TR | $3.9M | 1.46% | 106,022 | 减持 |
| 15 | GOVT | ISHARES TR | $3.9M | 1.45% | 170,401 | 减持 |
| 16 | SCHA | SCHWAB STRATEGIC TR | $3.7M | 1.39% | 102,907 | 减持 |
| 17 | THNQ | EXCHANGE TRADED CONCEPTS TRU | $3.2M | 1.22% | 35,608 | 增持 |
| 18 | VYMI | VANGUARD WHITEHALL FDS | $3.2M | 1.21% | 32,797 | 减持 |
| 19 | PDO | PIMCO DYNAMIC INCOME OPRNTS | $3.0M | 1.11% | 224,130 | 减持 |
| 20 | PAXS | PIMCO ACCESS INCOME FUND | $2.8M | 1.06% | 194,871 | 减持 |
| 21 | IWP | ISHARES TR | $2.6M | 0.99% | 18,090 | 减持 |
| 22 | JPM | JPMORGAN CHASE & CO | $2.6M | 0.97% | 7,946 | 减持 |
| 23 | AAPL | APPLE INC | $2.6M | 0.96% | 8,825 | 增持 |
| 24 | SMH | VANECK ETF TRUST | $2.5M | 0.95% | 3,858 | 增持 |
| 25 | FELC | FIDELITY COVINGTON TRUST | $2.5M | 0.94% | 59,962 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR